FIRST TR EXCHANGE-TRADED FD

Ticker: SDVY CUSIP: 33741X102 Class: SMID RISNG ETF

Baron Wealth Management LLC's Holding History (CIK: 0001968507)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 165,869 Value ($000) $6,356 Avg Close — Range —
Q3 2025
Shares 96,835 Value ($000) $3,682 Avg Close — Range —
Q2 2025
Shares 90,660 Value ($000) $3,198 Avg Close — Range —
Q1 2025
Shares 24,859 Value ($000) $833 Avg Close — Range —